Various solutions for your investment needs
Professional management
Built-in diversification
Liquidity
Affordability
Convenience
Hawaiian Tax Free Trust
Pacific Capital Tax Free Funds
- Tax Free Securities Fund Fact Sheet (PDF)
- Tax Free Short Intermediate Fund Fact Sheet (PDF)
- Tax Free Securities and Short Intermediate Fund Annual Report (PDF)
- Tax Free Securities and Short Intermediate Fund Semi-Annual Report (PDF)
- Tax Free Securities and Short Intermediate Fund Prospectus (PDF)
- Tax Free Securities and Short Intermediate Fund SAI (PDF)
- Tax Free Securities and Short Intermediate Fund Supplement (PDF)
- Tax Free Securities and Short Intermediate Fund Supplement 10/11/2023 (PDF)
- Tax Free Securities Fund SEC Filings
- Tax Free Short Intermediate Fund SEC Filings
- Q1 Portfolio Holdings (PDF)
- Q3 Portfolio Holdings (PDF)
- 08/31/2023 Tax Free Securities and Short Intermediate Fund Holdings (PDF)
The Asset Management Group of Bank of Hawaii provides investment advisory and other services to the Pacific Capital Funds and Hawaiian Tax-Free Trust and may receive fees for those services.
Before purchasing a mutual fund, you should carefully consider its investment objectives, risks, charges and expenses. This and other important information is contained in the prospectus. Please read it carefully before investing.
MUTUAL FUNDS AND NON-BANK INVESTMENTS: ARE NOT FDIC INSURED • MAY LOSE VALUE • HAVE NO BANK GUARANTEE.
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